Retirement plan

INFOMERGE LLC 401(K) PLAN

Name: INFOMERGE LLC - INFOMERGE LLC 401(K) PLAN (2016) Form 5500
Creator: INFOMERGE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFOMERGE LLC 401(K) PLAN, INFOMERGE LLC

INFOMERGE LLCEIN 61-1697922Plan #001PY 2016

10100 E. SHANNON WOODS CIRCLE, SUITE 100 - WICHITA, KS 67226316-219-8299

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$15.1M

No prior year

Total participants

180

No prior year

Average account balance

$83,624

No prior year

Annual return

32.66%

No prior year

Benchmarks

See 5,140 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,140 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$28.87M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$205K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

141

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$333

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 26 11350 TOMAHAWK CREEK PKWY, STE 200 · LEAWOOD, KS 66211	Advisory (Participants)	$18,077

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$20K

$147 / participant

Investment mgmt$18K92.6%
Other / not subdivided$1K7.4%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: VARNEY & ASSOCIATES, CPAS, LLC
Auditor EIN: 300038643
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,624

$46,732+78.9%

$156,552-46.6%

$55,167+51.6%

Participation rate

100.0%

65.8%+34.2pp

84.0%+16.0pp

69.0%+31.0pp

Annual return

32.66%

17.72%+14.9pp

32.23%+0.4pp

169.23%-136.6pp

Employer contribution / active EE

$5,515

$2,105+162.0%

$5,501+0.3%

$1,963+181.0%

Participant deferral / active EE

$5,081

$2,204+130.5%

$4,871+4.3%

$3,054+66.4%

Admin fee / account holder

$108

$418-74.1%

$13,028-99.2%

$504-78.5%

Provider

Service type

Compensation

CREATIVE PLANNING LLC1+ years

Filed as: CREATIVE PLANNING, INC.

Service code 26

11350 TOMAHAWK CREEK PKWY, STE 200 · LEAWOOD, KS 66211

Advisory (Participants)

$18,077

INFOMERGE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFOMERGE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion